Document Management System - Organize Business Files

Document Management That Actually Makes Sense

Stop hunting through email attachments, cloud folders, and desktop files. Payly keeps all your business documents organized, searchable, and accessible in one secure location.

Everything in One Place

Centralized Document Storage

All your important business files in a single, organized system.

What you can store:

• Client contracts and agreements
• Signed documents and e-signatures
• Invoices and receipts
• Time tracking reports
• Project deliverables
• Proposals and quotes
• Meeting notes and agendas
• Team documentation
• Templates and resources
• Marketing materials
• Financial documents
• Any business file

Smart Organization

Automatic Filing System

Documents organize themselves based on context. No manual filing required.

Auto-organization features:

• Invoices automatically linked to clients
• Time reports filed by project
• Signed contracts in client folders
• Proposals grouped by status
• Documents tagged by type
• Date-based sorting
• Smart folder suggestions
• Duplicate detection

Powerful Search

Find any document in seconds with intelligent search.

Search capabilities:

• Full-text search inside documents
• Search by file name
• Filter by file type
• Search by date range
• Filter by client or project
• Tag-based filtering
• Advanced search operators
• Saved search queries

Unlimited Storage

No Storage Limits Ever

Upload as many documents as you need. No caps, no extra fees.

Storage features:

• Unlimited document storage
• Unlimited file uploads
• No file size restrictions (up to 1GB per file)
• Automatic compression for efficiency
• Cloud-based storage
• Instant availability
• Fast upload speeds
• Bulk upload support

File Sharing Made Easy

Secure Sharing Links

Share documents with clients, team members, or external collaborators securely.

Sharing options:

• Generate secure sharing links
• Password-protected access
• Expiration dates on links
• Download tracking
• View-only or download permissions
• Email documents directly
• Bulk sharing
• Custom access messages

Client Access Portal

Give clients secure access to their documents without sharing your entire library.

Portal features:

• Client-specific document access
• View invoices and contracts
• Download receipts and reports
• Upload documents to you
• No Payly account required
• Branded portal experience
• Activity notifications
• Access logs

Version Control

Never Lose an Edit

Track document versions and restore previous versions anytime.

Version features:

• Automatic version history
• Compare versions side-by-side
• Restore previous versions
• See who made changes
• Timestamp every version
• Version comments and notes
• Keep all versions or set retention
• Download specific versions

Document Templates

Reusable Document Templates

Save frequently used documents as templates for quick reuse.

Template features:

• Save any document as template
• Template categories
• Quick template access
• Editable template fields
• Share templates with team
• Template permissions
• Usage tracking
• Template library

Supported File Types

Work With Any File

Upload and preview almost any file type directly in Payly.

Supported formats:

• PDF documents
• Microsoft Office (Word, Excel, PowerPoint)
• Google Docs formats
• Images (JPG, PNG, GIF, SVG)
• CAD files (AutoCAD, SketchUp)
• Adobe Creative (PSD, AI, INDD)
• Video files (MP4, MOV, AVI)
• Audio files (MP3, WAV)
• Zip archives
• Text and code files
• And 100+ more formats

Document Collaboration

Work Together on Documents

Collaborate with team members on documents in real-time.

Collaboration features:

• Comment on documents
• @mention team members
• Discussion threads
• Task assignments from docs
• Review and approval workflows
• Co-editing support
• Change notifications
• Activity feed per document

Security and Permissions

Bank-Level Security

Your documents are protected with enterprise-grade security.

Security features:

• 256-bit encryption at rest
• SSL/TLS encryption in transit
• SOC 2 Type II certified
• GDPR compliant
• Access logs and audit trails
• Two-factor authentication
• IP whitelisting
• Automatic daily backups

Granular Permissions

Control exactly who can see, edit, or share each document.

Permission levels:

• Owner (full control)
• Editor (edit and share)
• Viewer (view and download)
• Commenter (view and comment)
• Custom role creation
• Team-based permissions
• Client access levels
• Temporary access grants

Document Automation

Automated Document Workflows

Set up rules to automate document management tasks.

Automation options:

• Auto-tag based on file name
• Auto-file in specific folders
• Auto-share with team members
• Generate documents from templates
• Automatic archival rules
• Expiration date notifications
• Automatic deletion of old files
• Workflow triggers

Mobile Document Access

Documents on the Go

Access, upload, and share documents from your mobile device.

Mobile features:

• View documents on phone/tablet
• Upload photos and scans
• Offline document access
• Push notifications for shares
• Mobile document search
• Quick share from mobile
• Document scanning with camera
• Biometric security

Document Scanning

Turn Paper Into Digital

Built-in document scanning with OCR makes paper documents searchable.

Scanning features:

• Camera-based scanning
• Multi-page document support
• Auto edge detection
• Auto color correction
• OCR text extraction
• Searchable scanned documents
• PDF generation
• Batch scanning

Integrations

Connect Your Storage

Sync documents with your existing cloud storage providers.

Integrated storage:

• Google Drive sync
• Dropbox integration
• OneDrive connection
• Box sync
• iCloud support
• Two-way sync option
• Selective folder sync
• Automatic backup

Import From Other Tools

Easily migrate documents from other platforms.

Import sources:

• Harvest
• FreshBooks
• QuickBooks
• Dropbox Business
• Google Workspace
• SharePoint
• Any cloud storage
• Email import (forward to Payly)

Document Analytics

Insights Into Document Usage

Understand how documents are being used and accessed.

Analytics available:

• Most viewed documents
• Most downloaded files
• Storage usage by client
• File type breakdown
• Sharing activity
• Access patterns
• Team engagement
• Client portal usage

Tags and Metadata

Rich Document Organization

Add tags, labels, and custom metadata for advanced organization.

Metadata features:

• Custom tags
• Color-coded labels
• Document status (draft, final, archived)
• Priority levels
• Custom field definitions
• Date fields
• Dropdown selections
• Multi-select tags

Bulk Operations

Manage Multiple Documents at Once

Perform actions on many documents simultaneously.

Bulk actions:

• Move to different folder
• Apply tags to multiple files
• Share multiple documents
• Download as ZIP
• Change permissions
• Delete multiple files
• Export metadata
• Bulk rename

Document Notifications

Stay Informed

Get notified about important document activities.

Notification types:

• New document uploaded
• Document shared with you
• Comment on your document
• Document expiring soon
• Permission changes
• Version updates
• Download notifications
• Team mentions

Archive and Retention

Document Lifecycle Management

Set policies for document archival and deletion.

Retention features:

• Auto-archive old documents
• Retention policy rules
• Legal hold capabilities
• Scheduled deletion
• Archive search
• Restore from archive
• Compliance reporting
• Audit log retention

Frequently Asked Questions

Is document storage really unlimited?
Yes! Upload as many documents as you need. No caps, no hidden fees. Even on the smallest plan.

Can I upload folders?
Yes! Drag entire folders into Payly and the folder structure is preserved.

How secure are my documents?
Bank-level security with 256-bit encryption, SOC 2 Type II certification, and automatic backups. Your documents are safer than on your computer.

Can clients upload documents to me?
Absolutely! Clients can upload files through their portal without needing a Payly account.

What's the maximum file size?
Individual files can be up to 1GB. Need larger? Contact us for enterprise options.

Can I access documents offline?
Yes! Mobile apps support offline access. Documents sync when you're back online.

Do you keep deleted documents?
Deleted documents move to trash and stay there for 30 days before permanent deletion. You can restore anytime during that period.

Can I control who sees what documents?
Yes! Granular permissions let you control access at the document, folder, or client level.

Real Customer Stories

Rachel, Marketing Agency Owner
"We used to have documents scattered across Dropbox, Google Drive, and email. Now everything is in Payly, automatically organized by client. We've saved hours every week."

Tom, Freelance Architect
"The unlimited storage means I can keep all my project files, CAD drawings, and client documents in one place. The version control has saved me multiple times."

Sarah, Consulting Firm
"Our clients love the portal. They can access all their contracts, reports, and invoices anytime. It's reduced our support emails by 50%."

Why Choose Payly Document Management?

vs. Dropbox Business:

• Included free with Payly (Dropbox costs $15+/user)
• Automatic organization by client
• Integrated with invoicing and time tracking
• Built-in e-signatures
• Better for service businesses

vs. Google Drive:

• Better organization for client work
• Built-in sharing with clients
• Document workflows and automation
• All-in-one business platform
• Professional client portal

vs. SharePoint:

• Much simpler to use
• No IT setup required
• Better mobile experience
• Fraction of the cost
• Perfect for small businesses

Ready to Get Organized?

Join thousands of service businesses managing documents better with Payly.